SERVICES | Overview

FEE-BASED FINANCIAL PLANNING
AVAILABLE THROUGH
A REGISTERED INVESTMENT ADVISER


FINANCIAL SERVICES
Available through
Doherty Financial Services LLC

Fee-Based Asset Management 
Asset Allocation
Education
Elder Care Issues
Estate
Retirement
Employee Benefits
INVESTMENTS
Mutual Funds
Stocks
ETFs
Variable Annuities
Bonds
Certificates of Deposit
Limited Partnerships
Treasury Bills, Notes & Bonds
Money Market Funds


RETIREMENT PLAN SERVICES
Simple IRA & 401(k) Plans
IRAs: Roth and Traditional
Keogh Plans
SEP IRAs
Pension Plans
401(k) Plans
Profit Sharing Plans
403(b) Plans



INSURANCE PLANS
Term Life Insurance
Long Term Care
Group Medical Insurance
Variable Life Insurance
Disability Income Insurance
Fixed Annuities


Important Information About Your Advisor.

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This communication strictly intended for individuals residing in the states of AL,AZ,CA,CT,DC,FL,GA,IL,LA,MA,MD,ME,MO,MT,NC,NH,NJ,NY,PA,RI,SC,TX,VA,VT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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